Jennifer Migdal is a CFP-designated registered investment advisor at Cove Wealth Management, based in Houston, TX, with 19 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees are negotiable for accounts over $20 million.
Fee Estimator
Location
710 North Post Oak Road, Suite 420, Houston, TX, 77024-3894
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cove Wealth Management
Previous Registrations
Forthright Financial Planning LLC
Essential Financial Planning, INC.
State Registrations2 states
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